Source: https://sprinto-test.docs-staging.pageloop.ai/data-library/people/dashboard-actions

# Dashboard Actions

Sprinto’s **Dashboard Actions** in the People section let you efficiently control all staff-related compliance workflows. These actions span the full staff lifecycle—from onboarding and role assignment to scoping, offboarding, and documentation—ensuring your organisation remains compliant and audit-ready.

This article outlines the available dashboard-level actions across all tabs within the People section.

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### Available Dashboard Actions

| **Action**                            | **Description**                                                                                                                                                                                           |
| ------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Create staff profiles**             | Add new staff members to Sprinto via HRMS/IDP integrations or manual input. You can add individuals or use the CSV upload option to onboard in bulk.                                                      |
| **Manage staff records**              | View and edit staff profiles, update custom fields, mark users in or out of scope, upload hiring/BGV reports, assign reporting managers, or offboard staff as needed.                                     |
| **Assign roles and responsibilities** | Define key compliance roles (e.g. Infosec Officer, People Ops), assign them to staff, and document role responsibilities for organisational clarity.                                                      |
| **Sync HR data and groups**           | Refresh data from connected HRMS and IDP platforms, including staff details and employee groups used for scoping and training/policy targeting.                                                           |
| **Upload reports and evidence**       | Upload hiring evaluations, background verification reports, and other CSV-based staff documentation for compliance tracking and audit evidence.                                                           |
| **Filter and view staff**             | Apply filters to search and segment staff by name, onboarding status, check completion, special cases, scoping, roles, and compliance zones. This helps identify bottlenecks and take action efficiently. |

These actions are accessible across the following tabs: Staff, Monitoring, Security Roles, Roles & Responsibilities, Org Chart, and Configuration. They ensure you maintain visibility and control over your compliance staffing data.

Refer to each action-specific article for step-by-step instructions.